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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,895 | $90,509-51.5% | $78,693-44.2% | $273,968-84.0% |
| Participation rate | 26.3% | 76.5%-50.2pp | 73.6%-47.2pp | 83.0%-56.7pp |
| Annual return | 12.20% | 75.61%-63.4pp | 62.18%-50.0pp | 41.45%-29.3pp |
| Employer contribution / active EE | $509 | $3,175-84.0% | $2,850-82.1% | $4,869-89.5% |
| Participant deferral / active EE | $2,351 | $3,901-39.7% | $3,517-33.2% | $5,287-55.5% |
| Admin fee / account holder | $11,288 | $5,264+114.4% | $4,511+150.2% | $10,132+11.4% |